AMJ Financial Wealth Management’s NextEra Energy NEE Stock Holding History

AMJ Financial Wealth Management’s Portfolio NEE Stock Details NEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-32,636	Closed	-$2.73M	–	66
2022 Q4	$2.73M	Sell	32,636 -17,639	-35%	-$1.42M	1.61%	20
2022 Q3	$3.94M	Buy	50,275 +14,099	+39%	+$1.2M	2.56%	18
2022 Q2	$2.8M	Sell	36,176 -24,549	-40%	-$1.87M	2.37%	15
2022 Q1	$5.14M	Buy	60,725 +7,890	+15%	+$632K	2.06%	26
2021 Q4	$4.93M	Buy	52,835 +2,067	+4%	+$179K	1.78%	26
2021 Q3	$3.99M	Buy	50,768 +3,773	+8%	+$304K	1.63%	27
2021 Q2	$3.44M	Buy	46,995 +2,291	+5%	+$172K	1.5%	30
2021 Q1	$3.38M	Sell	44,704 -29,016	-39%	-$2.26M	1.63%	29
2020 Q4	$5.69M	Buy	73,720 +3,264	+5%	+$244K	2.91%	9
2020 Q3	$4.89M	Buy	70,456 +3,104	+5%	+$214K	2.88%	14
2020 Q2	$4.04M	Buy	67,352 +13,736	+26%	+$822K	2.75%	12
2020 Q1	$3.23M	Sell	53,616 -23,888	-31%	-$1.5M	5.6%	5
2019 Q4	$4.69M	Buy	+77,504	New	+$4.53M	3.3%	4

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AMJ Financial Wealth Management's NEE Position: Q1 2023 in Review

AMJ Financial Wealth Management sold out of NextEra Energy (NEE) in Q1 2023, closing a stake of 32,636 shares — an estimated $2.73M sold.

AMJ Financial Wealth Management first reported a position in NEE in Q4 2019 and held it in 13 quarters. The position peaked at $5.69M in Q4 2020. 2,408 funds tracked by Wall St. Rank hold NEE as of Q1 2023.

AMJ Financial Wealth Management reported no remaining NextEra Energy position as of Q1 2023 after selling out during the quarter.
AMJ Financial Wealth Management sold 32,636 NextEra Energy shares in Q1 2023, an estimated $2.73M.
AMJ Financial Wealth Management first reported a position in NextEra Energy in Q4 2019 and held it in 13 quarters.
AMJ Financial Wealth Management's NextEra Energy position peaked at $5.69M in Q4 2020.
2,408 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2023.

Based on AMJ Financial Wealth Management's 13F filing for Q1 2023, filed 2 May 2023.